What are Custom Beta separately managed account strategies?

Custom Beta is a suite of separately managed account strategies, providing the benefits of passive investing along with tax and personalization advantages not available in ETFs.

Custom Beta strategies include Parametric Custom Core™ equity and Eaton Vance Ladders.

Learn more about Custom Beta.

 Custom Beta Brochure



Eaton Vance Separately Managed Account Offerings

Tax-Exempt Fixed Income

Ladders


Short

Intermediate


Long


Fixed Income

Ladders



US Equity



International Equity



Asset Allocation



Alternative

  • Parametric Enhanced Income Core
  • Parametric Enhanced Income Core Tax-Advantaged
  • Parametric DeltaShift: A professionally managed covered call writing program that seeks to enhance total return and generate incremental income for investors with concentrated stock positions.
  • Parametric Portfolio DeltaShift: Call writing program implemented by selling call options on an index that correlates to the expected returns of a client’s diversified equity portfolio.
  • Parametric OARS (Options Absolute Return Strategy): An equity index option overlay strategy employing an absolute return investment approach.
  • Parametric Dynamic Hedged Equity: Hedging program implemented by buying put options and selling call options on an index that correlates to the expected returns of a client’s diversified equity portfolio.
  • Risk-Managed Put Selling (RPS): An S&P 500 Index put option spread selling strategy to generate tax-friendly premium with low volatility and defined risk.

LEARN MORE: Option Overlay Strategies


Additional index and social screen options are available for the Parametric Custom Core™ strategy. Product availability and customization options may vary by firm and platform.



Tools and Resources


Wealth Strategies Specialists

Contact your dedicated specialist to learn more about our suite of specialized strategies.

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Laddered Investing Interest Rate Scenario Tool

See how laddered portfolios may perform during a rising interest-rate environment.

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Concentrated Stock Position Calculator

See how diversifying can be a better option than a taxable sale of stock.

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Investment Tax Center

See the breakdown of how taxes could consume more than 50 cents of every dollar earned.

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Tax-Equivalent Yield Calculator

See how munis’ favorable tax status compares with taxable bonds of equal quality and maturity.

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Parametric Custom Core is offered through Parametric Custom Tax-Managed & Centralized Portfolio Management. Laddered strategies are offered by Eaton Vance Management, an SEC registered investment advisor. Eaton Vance Management is an affiliate of Parametric.

This information is intended solely to report on investment strategies and opportunities identified by Parametric and Eaton Vance. Opinions and estimates offered constitute our judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. We believe the information provided here is reliable, but do not warrant its accuracy or completeness. This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. Past performance is no guarantee of future results. The views and strategies described may not be suitable for all investors. Parametric and Eaton Vance do not provide legal, tax and/or accounting advice or services. Clients should consult with their own tax or legal advisor prior to entering into any transaction or strategy described herein.

Investing entails risk and there is no assurance that Eaton Vance or Parametric will achieve profits or avoid incurring losses.